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iShares ESG Advanced MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
101
AGF Management
Ontario, Canada
$245K +$242K +8,000 New
MCWS
102
McKinley Carter Wealth Services
West Virginia
$243K -$18.7K -618 -7%
CS
103
Comerica Securities
Michigan
$240K +$238K +7,843 New
BFG
104
Buttonwood Financial Group
Missouri
$238K +$235K +7,765 New
PFO
105
Pathstone Family Office
New Jersey
$227K
TWM
106
Trevian Wealth Management
Massachusetts
$224K +$757 +25 +0.3%
UBS Group
107
UBS Group
Switzerland
$219K +$102K +3,361 +89%
CFG
108
Carr Financial Group
Massachusetts
$217K +$214K +7,066 New
TWP
109
Tempus Wealth Planning
California
$209K +$207K +6,827 New
WS
110
Wedbush Securities
California
$206K +$203K +6,705 New
ASN
111
Advisory Services Network
Georgia
$178K +$176K +5,795 New
TIM
112
Tortoise Investment Management
New York
$161K +$63.8K +2,105 +67%
Morgan Stanley
113
Morgan Stanley
New York
$154K +$141K +4,666 +1,282%
SWM
114
Sugarloaf Wealth Management
Georgia
$148K
CAL
115
Capital Analysts LLC
Pennsylvania
$125K +$4.82K +159 +4%
CPG
116
Cornerstone Planning Group
New Jersey
$122K +$119K +3,921 New
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$113K -$36.9K -1,219 -25%
MIA
118
Milestone Investment Advisors
Wisconsin
$88.9K +$87.8K +2,900 New
WPA
119
West Paces Advisors
Georgia
$80.6K
EWA
120
EverSource Wealth Advisors
Alabama
$67.9K -$181K -5,963 -73%
BWM
121
Baystate Wealth Management
Massachusetts
$55K +$54.4K +1,796 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$54.7K +$2.79K +92 +5%
FCA
123
FinTrust Capital Advisors
South Carolina
$48.9K
BAM
124
Belpointe Asset Management
Nevada
$47.4K +$46.8K +1,546 New
YAL
125
Your Advocates Ltd
Texas
$44.6K +$26.4K +870 +149%